Summer Intern at Haitong Securities Company Limited Term Paper

Summer Intern at Haitong Securities Company Limited - Term Paper Example Opportunity was awarded in the marketing department as to assistant marketing manager. During internship, it provided an extensive practical learning exposure to the investment arena. It was also very beneficial from point of view of applying theoretical concepts studied mainly in course UD. This report is aimed at providing detailed review of learning experience as internee at Haitong International Holdings Limited. It will provide overview of firm, its products, portfolios and its analysis, practices to entertain customer in satisfying manner, individual projects assigned and overall evaluation of learning experience. In the end it will also provide concluding note regarding suggestions to firm for improvements. INTRODUCTION INTERNATIONAL HOLDINGS LIMITED 1- ESTABLISHEMENT Haitong International Securities Group Limited (â€Å"Haitong International† or â€Å"the Group†; Stock Code: 665.HK) is a subsidiary of Haitong International Holdings Limited (â€Å"Haitong Intern ational Holdings†). It is incorporated in Hong Kong and wholly owned by Haitong Securities Company Limited (â€Å"Haitong Securities†). It was established in 1973 and enlisted on Hong Kong Stock Exchange since August 1996 (Haitong, 2010a). 2- SCOPE Haitong International Securities Group Limited is renowned group with standing as leader in the Greater China region. The group provides total quality services in the domain of corporate finance, asset management and brokerage services. It has broad clientele encompassing global and local institutional and corporate clients as well as individual investors (Haitong, 2012b). Its network has more than 210 sales offices spreading across over 120 cities with 13 branches in Hong Kong and Macau. Mainly in China the Group has 2 representative offices in Beijing and Shanghai and 5 investment consultancy centers in major cities including Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou. Its broad network is serving over 4 million re tail clientele services with over 12,000 institutional and high net worth clients (Haitong, 2010b). 3- SERVICES Haitong International Securities Group Limited is striving to become a leading global player in the international financial services industry. Its goal also includes standing a leadership position in the Greater China region. It is dedicated to provide total quality corporate finance, asset management and brokerage services to its clients (Haitong, 2010f). The operations of Haitong Group can be broadly categorized in following three areas (Haitong, 2010e): A- Corporate finance: under this title Haitong Securities provide wide range of services including IPO sponsorship, underwriting and placements, financial advisory, compliance advisory, institutional clients’ services and research. B- Assets management Haitong Securities provide services with respect to public funds, mandatory provident fund, private funds, alternative investment funds, Capital Investment Entrant Scheme and discretionary accounts services. C- Brokerage services Under brokerage umbrella its serves client with securities and derivative products, futures and options, bullion and foreign exchange, IPO subscription and financing services, online trading, margin financing, wealth management, agency and trustee services, stock borrowing, equity-linked note, structured product investment, bond investment and research.   1- 2- 3- 4- CERTIFICATIONS AND REWARDS Being renowned and well known financial services